what's up, more defensive names. these are underperformed throughout the year. a little bit of rotation but not dramatically so. one thing you see on a day like today high beta names move down more. if the dow is down 1% and have a beta of two, they're usually down 2%. that's what happens. the market is behaving in a predictable manner here. those high bidding names are down a little more. >> yesterday blaming it on interest rates. >> can't do that today. >> not today. you can't. we're going to get to that in a minute. gold market had a tough session yesterday. today things are considerably quieter as we go into the close. as a matter of fact, comex gold is only down 120 on the stragds six. a double d-double digit loss yesterday. the markets have steadied out partly because of the drop in the equities market. talk about interest rates, shall we, with the bond market report and rick santelli tracking the action at the cme. and all eyes were focused on europe this morning, now they're focused here on equities. how about the interest rate scenario, about 2.7% last